IWN

Independent Wealth Network Portfolio holdings

AUM $327M
1-Year Est. Return 19.48%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+19.48%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$327M
AUM Growth
+$16.3M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
305
New
Increased
Reduced
Closed

Top Buys

1
+$1.74M
2
+$890K
3
+$601K
4
ILTB icon
iShares Core 10+ Year USD Bond ETF
ILTB
+$528K
5
CLX icon
Clorox
CLX
+$524K

Top Sells

1
+$779K
2
+$594K
3
+$586K
4
XCCC icon
BondBloxx CCC-Rated USD High Yield Corporate Bond ETF
XCCC
+$452K
5
PCMM
BondBloxx Private Credit CLO ETF
PCMM
+$452K

Sector Composition

1 Technology 7.56%
2 Industrials 5.87%
3 Financials 3.64%
4 Consumer Discretionary 2.87%
5 Energy 2.51%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
STIP icon
26
iShares 0-5 Year TIPS Bond ETF
STIP
$14.1B
$2.51M 0.77%
24,484
+1,937
FJAN icon
27
FT Vest US Equity Buffer ETF January
FJAN
$1.2B
$2.47M 0.75%
47,747
-2,086
JEPI icon
28
JPMorgan Equity Premium Income ETF
JEPI
$44.2B
$2.43M 0.74%
42,463
-92
PLTR icon
29
Palantir
PLTR
$351B
$2.41M 0.74%
13,540
-506
BIL icon
30
State Street SPDR Bloomberg 1-3 Month T-Bill ETF
BIL
$43.2B
$2.32M 0.71%
25,378
-332
PSFF icon
31
Pacer Swan SOS Fund of Funds ETF
PSFF
$564M
$2.32M 0.71%
71,640
-563
FPE icon
32
First Trust Preferred Securities and Income ETF
FPE
$6.47B
$2.24M 0.68%
122,698
-2,487
LQTI
33
FT Vest Investment Grade & Target Income ETF
LQTI
$264M
$2.23M 0.68%
110,790
+8,416
FLOT icon
34
iShares Floating Rate Bond ETF
FLOT
$9.19B
$2.21M 0.68%
43,462
-3,053
META icon
35
Meta Platforms (Facebook)
META
$1.67T
$2.12M 0.65%
3,206
-27
SPY icon
36
State Street SPDR S&P 500 ETF Trust
SPY
$690B
$2.07M 0.63%
3,038
+198
YYY icon
37
Amplify CEF High Income ETF
YYY
$704M
$2.06M 0.63%
178,945
-1,012
QYLD icon
38
Global X NASDAQ-100 Covered Call ETF
QYLD
$8.28B
$2M 0.61%
113,225
+5,622
V icon
39
Visa
V
$618B
$1.99M 0.61%
5,681
+38
XLK icon
40
State Street Technology Select Sector SPDR ETF
XLK
$87.4B
$1.96M 0.6%
13,591
+307
JPUS
41
JPMorgan Diversified Return US Equity ETF
JPUS
$418M
$1.92M 0.59%
15,514
+1,019
BND icon
42
Vanguard Total Bond Market
BND
$151B
$1.82M 0.55%
24,507
+2,901
GOOG icon
43
Alphabet (Google) Class C
GOOG
$3.66T
$1.69M 0.52%
5,373
-100
TSLA icon
44
Tesla
TSLA
$1.48T
$1.66M 0.51%
3,701
+39
BKLN icon
45
Invesco Senior Loan ETF
BKLN
$6.33B
$1.65M 0.51%
78,747
+5,317
ZDEK
46
Innovator Equity Defined Protection ETF - 1 Yr December
ZDEK
$121M
$1.64M 0.5%
63,745
-242
XMMO icon
47
Invesco S&P MidCap Momentum ETF
XMMO
$5.66B
$1.6M 0.49%
11,537
+1,720
BUFR icon
48
FT Vest Fund of Buffer ETFs
BUFR
$8.62B
$1.59M 0.48%
46,335
-17,350
AWF
49
AllianceBernstein Global High Income Fund
AWF
$899M
$1.58M 0.48%
148,030
+398
SNTH
50
MRP SynthEquity ETF
SNTH
$138M
$1.58M 0.48%
+56,931
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